Managing Duplicate UCM Records

The Universal Customer Master (UCM) identifies and lists duplicate Contact and Account records for review by administrators after running data quality data matching in batch mode. The administrator can resolve the duplicate records with one of the following tasks:

Merging the duplicate record with the existing UCM record. The merging process:

Stores the duplicate record as type Merged and the surviving record as History in the Source Data History table

Merges the parent records using survivorship rules to generate the new merged surviving parent record

Updates the parent surviving record with the new merged surviving record

Adds children records from duplicate record to the surviving record.

Deletes the duplicate record.

Deleting the duplicate record and leaving the existing UCM record unchanged.